Guardian Account Setup and epayment

Transcription

1 Walkthrough: Scenario: Student wants to add her father to her Guardian list to allow him to pay her tuition and fees. Path: Sign into Buckeye Link My Buckeye Link STUDENT S STEPS: 1. Navigate to the My Buckeye Link page. 2. In the Finances section, click the Guardian Setup link. 1-1

2 Once the Payment Options page will appear. 3. Select 1-2

3 4. The OSU epayment site appears. Locate the Managing Guardian Logins section in the lower left corner. 5. Select Add New to add a guardian to your account. 1-3

4 6. Create a guardian login by entering the following information: Guardian username address Confirm address Welcome note (optional) 7. Select Yes to allow your guardian access to your account. 8. Click to send a welcome to the guardian s account. 9. Review the Managing Guardian Logins box on the epayment site to confirm your guardian has been added. NOTE: Select the Edit link to: a. Deactivate guardian log on access. b. Reset your guardian s password to your account. Select the Delete link to remove a guardian from your account. 1-4

5 PARENT or GUARDIAN STEPS: 1. Check to confirm receipt of OSU epayment site welcome message. NOTE: The message will contain: Guardian ID (username) Temporary password. Link to OSU epayment site 2. Log into The OSU epayment site using your Guardian ID and temporary password. 3. Reset your password. NOTE: Password must have: At least 8 characters 2 letter(s) 2 non-letter(s) 4. Select a secret question and answer in case you forget your password. 1-5

6 5. Confirm that the Guardian username appears near the top of the page and in the Student Links section. NOTE: For guardians who are responsible for more than one student select Add New and enter your guardian username and password to link to that student. NOTE: The Student Links section will contain the names of your student. You can transfer to another student by selecting their link. 1-6

7 6. Notice the locations you can select to Make a Payment. 7. Select 8. Select 9. Select Method of Payment credit card electronic check foreign currency NOTE: Credit card payments are made using CASHNet SMARTPAY. A nonrefundable charge will be added to each transaction. 10. Select 1-7

8 11. The following information is needed to complete payment transactions: Checking/Savings accounts Bank Account Number Account Type Routing Transit Number Account Holder Name A name for this payment method to be saved for future use. (optional) Credit Cards Cardholder Name Credit Card Number Expiration Month Expiration Year Billing Address (where bill is sent) City, State State Zip Country A name for this payment method to be saved for future use. (optional) 1-8

9 Foreign Currency NOTE: Country of origin Currency of origin Remitter Name Address Currency conversion rates are updated daily and are effective for 72 hours after the point of transaction. epayments made with foreign currency will display as PENDING until the wire transfer of funds via your bank is complete and posted to SIS. Please see epayment with Foreign Currency job aid for further overview of this process. 12. Select 13. Verify that the payment information you have provided is correct. 14. Select 1-9

10 Once the transaction is approved, a receipt will appear and a confirmation will be sent to your guardian account address. Additional receipts may be printed by selecting A printable receipt may be viewed by selecting NOTE: CASHNet epayments are posted in real time. Guardian can see payments posted to their student s account in the Your Recent CASHNet epayments section. 1-10